Advocacy Wealth Management Services’s Vanguard Total Bond Market BND Stock Holding History

Advocacy Wealth Management Services’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,088	Closed	-$78K	–	49
2022 Q3	$78K	Sell	1,088 -225	-17%	-$16.8K	0.01%	38
2022 Q2	$99K	Hold	1,313	–	–	0.02%	39
2022 Q1	$104K	Hold	1,313	–	–	0.02%	35
2021 Q4	$111K	Sell	1,313 -43	-3%	-$3.66K	0.02%	40
2021 Q3	$116K	Hold	1,356	–	–	0.02%	39
2021 Q2	$116K	Hold	1,356	–	–	0.02%	43
2021 Q1	$115K	Hold	1,356	–	–	0.02%	46
2020 Q4	$120K	Hold	1,356	–	–	0.02%	45
2020 Q3	$120K	Sell	1,356 -867	-39%	-$76.9K	0.02%	48
2020 Q2	$196K	Buy	2,223 +736	+49%	+$64.3K	0.04%	42
2020 Q1	$127K	Hold	1,487	–	–	0.03%	31
2019 Q4	$125K	Sell	1,487 -35	-2%	-$2.94K	0.04%	35
2019 Q3	$129K	Buy	1,522 +373	+32%	+$31.3K	0.09%	30
2019 Q2	$95K	Hold	1,149	–	–	0.07%	29
2019 Q1	$93K	Buy	1,149 +348	+43%	+$27.8K	0.1%	25
2018 Q4	$63K	Buy	+801	New	+$62.6K	0.05%	30
2016 Q4	–	Sell	-2,000	Closed	-$168K	–	315
2016 Q3	$168K	Hold	2,000	–	–	0.07%	56
2016 Q2	$169K	Hold	2,000	–	–	0.09%	72
2016 Q1	$166K	Sell	2,000 -300	-13%	-$24.5K	0.12%	103
2015 Q4	$186K	Buy	+2,300	New	+$187K	0.21%	86

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Advocacy Wealth Management Services's BND Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Vanguard Total Bond Market (BND) in Q4 2022, closing a stake of 1,088 shares — an estimated $78K sold.

Advocacy Wealth Management Services first reported a position in BND in Q4 2015 and held it in 20 quarters. The position peaked at $196K in Q2 2020. 1,246 funds tracked by Wall St. Rank hold BND as of Q4 2022.

Advocacy Wealth Management Services reported no remaining Vanguard Total Bond Market position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,088 Vanguard Total Bond Market shares in Q4 2022, an estimated $78K.
Advocacy Wealth Management Services first reported a position in Vanguard Total Bond Market in Q4 2015 and held it in 20 quarters.
Advocacy Wealth Management Services's Vanguard Total Bond Market position peaked at $196K in Q2 2020.
1,246 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.